The "alternative" battle of NVIDIA: Is Marvell more suitable than Broadcom?

Currently, Broadcom holds approximately 70% of the custom AI Chip market. However, analysis suggests that Marvell, with its strong position among Cloud Computing clients, greater growth potential, and more attractive valuation, may gain an advantage in future competition.

wallstreetcn03:02 ET

GM Overtakes Ford EV Sales In Q4 With Equinox EV, Sells 670 Units Of Escalade IQ Priced At $130,000

Benzinga22:42 ET

Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025

Benzinga22:24 ET

Microsoft is making significant investments! This fiscal year, planning to spend 80 billion USD to build AI Datacenters, half of which will be invested in the USA.

① Microsoft plans to invest 80 billion USD in the 2025 fiscal year for Datacenter construction to train AI models and deploy AI and cloud-based applications. ② Microsoft expects that more than half of the investments will be located in the USA, emphasizing commitment and confidence in the USA economy.

cls.cn22:03 ET

Options Market Statistics: Tesla Shares Bounce Back as Sales in China Hit Record High in 2024, Options Pop

Options Newsman20:11 ET

Top S&P, Nasdaq Winners as Wall Street Breaks Losing Streak With 2025 Action Underway

Seeking Alpha17:50 ET